From first contact to won or lost
A simple pipeline for inbound enquiries - lighter than a full CRM, built for any industry. A stage-based kanban board moves each enquiry from New through Contacted, Qualified and Proposal to Won or Lost, flags anything that's gone quiet, and reports a conversion funnel so you can see where enquiries actually drop off.
The All enquiries table, the Insights conversion funnel and source breakdown, and Settings.
All enquiries - the full list, searchable, sortable and filterable
Insights - a stage-by-stage conversion funnel and a breakdown by source
Settings - the stalled threshold, currency, sample data and reset
New, Contacted, Qualified, Proposal, Won and Lost, each its own scrollable column of enquiry cards - a glance at the board tells you exactly how many enquiries sit at every stage of the pipeline.
Any open enquiry that hasn't changed stage within your configured threshold (14 days by default) gets a highlighted border on its kanban card and a stalled count in Insights - nothing goes quiet without you noticing.
Every stage move is logged with a date and note, so you can see exactly when an enquiry moved from Contacted to Qualified, or why it was marked Lost - right up to the moment it's won or lost.
Insights breaks down how many enquiries reach each stage and what share convert through to Won - plus average days-to-close - so you can see where the pipeline actually leaks, not just guess.
Website, Referral, Phone, Trade show, Social media, Email, Advert or Other - tag each enquiry's source and see which channels actually convert, not just which bring in the most volume.
Every enquiry's also on the All enquiries tab, searchable by name, company or notes, sortable on any column, and filterable by stage or source - for when you need the full list, not just the board.
Set your currency symbol in Settings - estimated value tracking works the same whichever currency your pricing is in.
A light/dark toggle that remembers your choice, and "Load sample data" fills in a realistic set of enquiries across every stage so you can see the board and the funnel working before entering your own.
Export the full enquiry list to CSV any time - for a backup, a spreadsheet pivot, or handing a snapshot to someone else on the team.
No deal stages beyond the pipeline, no task manager, no full CRM - just the one job that matters when an enquiry lands: knowing where it is and whether it's stalled.
Everything lives in local storage on your device - no account setup beyond your shared Metre2 sign-in, no server, no internet connection required to use it day to day.
Most small businesses either track inbound enquiries in a spreadsheet nobody keeps updated, or pay for a full CRM they don't need just to know where a lead sits. Here's how a dedicated, focused pipeline tracker compares.
| Feature | Lead & Enquiry Tracker | A spreadsheet | Full CRM |
|---|---|---|---|
| Pricing model | £0.79 one-off after trial | Free (if you already have Excel/Sheets) | Per-user monthly subscription |
| Works fully offline | ✓ | ✓ (local files) | ✕ (cloud-hosted) |
| Visual kanban pipeline, not just a filtered list | ✓ | ✕ (build a filter/formula yourself) | ✓ (usually) |
| Automatic stalled-enquiry detection | ✓ | ✕ (track dates manually) | ✓ (usually, with set-up) |
| Set-up time | Minutes | Minutes, but easy to fall behind on | Days (pipelines, fields, permissions) |
| No account required to set up | ✓ | ✓ | ✕ |
General comparison as of August 2026 - features and pricing vary by spreadsheet tool and by CRM vendor. Not sponsored by or affiliated with any spreadsheet or CRM vendor.
Customer Contact Book is a directory - it holds every contact and company you know, with no pipeline stages. A full CRM tracks contacts, deals, tasks, activity history and more, usually with a monthly subscription. Lead & Enquiry Tracker sits in between: just a stage-based pipeline for enquiries from first contact through to won or lost, with none of a full CRM's set-up overhead.
New, Contacted, Qualified, Proposal, Won and Lost. New, Contacted, Qualified and Proposal are the open stages shown on the kanban board; Won and Lost are closed stages that stop counting toward open pipeline value.
Any open-stage enquiry that hasn't moved stage within a configurable number of days (14 by default) is flagged as stalled - a highlighted left border on its kanban card, and a stalled count in Insights - so an enquiry can't quietly go cold without you noticing.
Yes - each enquiry records a source (Website, Referral, Phone, Trade show, Social media, Email, Advert or Other), and the Insights tab breaks the conversion funnel down by source, so you can see which channels actually convert.
Yes - the All enquiries tab has a CSV export of the full list, for a backup, a spreadsheet pivot, or handing a snapshot to someone else.
It's a Windows desktop app, submitted to the Microsoft Store and awaiting Microsoft's certification review.
Everything persists on your device between sessions - nothing is uploaded anywhere. The app works entirely offline with no server dependency, and data doesn't currently sync across multiple devices.